BackStop CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Activity management
- Campaign management
- Contact history
- Contact management
- Document management
- Email marketing
- Interaction tracking
- Lead management
- Lead scoring
- Marketing automation
- Referral tracking
Pricing Info
Pricing Info
SalesOptima offers 4 enterprise pricing plans:
Express Status Plan
- $19/user/month (billed monthly)
- $49 account activation fee (one-time)
- Optional add-on – monthly contract rider – $5/user/month
Status Plan
- $24/user/month (billed monthly)
- $99 account activation fee (one-time)
- Optional add-on – monthly contract rider – $5/user/month
Cirrus Plan
- $39/user/month (billed monthly)
- $99 account activation fee (one-time)
- Optional add-on – monthly contract rider – $10/user/month
Nimbus Plan
- $64/user/month (billed monthly)
- $99 account activation fee (one-time)
- Optional add-on – monthly contract rider – $10/user/month
Integrations
Integrations
SalesOptima integrates with the following business systems:
- Microsoft Outlook Add-in
- Skype
- SIP Click-To-Call
- Fax2Mail
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
SalesOptima is a state-of-the-art CRM web application with a simple user interface.
Company Email
support@salesoptima.com
Contact No.
Company's Address
8770 West Bryn Mawr Ave.
Suite 1300
Chicago, IL 60631
SalesOptima Comparisons
Popular SalesOptima Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
Pricing Info
Enterprise pricing details and other product information are available upon request.
Integrations
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Horsley Bridge
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
BackStop Solutions
233 S. Wacker, Suite 3960,
Chicago, IL 60606
USA
BackStop CRM Comparisons
Popular BackStop CRM Alternatives
In case you are still having doubts about which software will be best for your business it may be a good idea to examine each service’s social metrics. These metrics are quite often a way to see how popular a given solution is and how wide is its online presence. For example SalesOptima Twitter profile has currently 3 followers. At the same time BackStop CRM Twitter is followed by 495 users.
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